Wt Wealth Management Closed Holding Positions

Wt Wealth Management

  • $391 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q2 2022 Filed on Jul 26, 2022
3,159
$67.79 - $84.74 $214K - $268K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q2 2022 Filed on Jul 26, 2022
66,572
$47.98 - $48.96 $3.19M - $3.26M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q2 2022 Filed on Jul 26, 2022
129,494
$21.33 - $24.43 $2.76M - $3.16M
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2022 Filed on Jul 26, 2022
4,852
$183.02 - $230.52 $888K - $1.12M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2022 Filed on Jul 26, 2022
3,487
$70.38 - $84.1 $245K - $293K
CRM
Salesforce, Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
6,909
$155.6 - $218.85 $1.08M - $1.51M
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
11,450
$56.81 - $112.28 $650K - $1.29M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
56,890
$75.21 - $77.95 $4.28M - $4.43M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2022 Filed on Jul 26, 2022
13,247
$20.57 - $21.06 $272K - $279K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q2 2022 Filed on Jul 26, 2022
10,758
$22.68 - $25.19 $244K - $271K
PEP
Pepsico Inc

Consumer Defensive
Q2 2022 Filed on Jul 26, 2022
1,530
$156.12 - $177.5 $239K - $272K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q2 2022 Filed on Jul 26, 2022
2,419
$96.26 - $126.23 $233K - $305K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
13,115
$57.51 - $145.19 $754K - $1.9M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
Q2 2022 Filed on Jul 26, 2022
195,919
$18.95 - $21.75 $3.71M - $4.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Jul 26, 2022
3,569
$99.01 - $106.84 $353K - $381K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2022 Filed on Jul 26, 2022
3,534
$75.68 - $77.74 $267K - $275K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2022 Filed on May 06, 2022
7,322
$37.82 - $41.16 $277K - $301K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2022 Filed on May 06, 2022
7,935
$55.42 - $64.7 $440K - $513K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2022 Filed on May 06, 2022
2,859
$107.24 - $115.01 $307K - $329K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
5,473
$116.51 - $209.93 $638K - $1.15M
VB
Vanguard Small Cap ETF

ETFs
Q1 2022 Filed on May 06, 2022
1,044
$198.73 - $227.97 $207K - $238K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2022 Filed on May 06, 2022
22,972
$13.13 - $14.91 $302K - $343K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q1 2022 Filed on May 06, 2022
16,196
$62.43 - $66.15 $1.01M - $1.07M
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 19, 2022
13,894
$51.76 - $79.62 $719K - $1.11M
Innovator Etfs Tr Ii
Q4 2021 Filed on Jan 19, 2022
215,527
N/A
TWLO
Twilio Inc

Communication Services
Q4 2021 Filed on Jan 19, 2022
3,535
$248.17 - $369.23 $877K - $1.31M
BSJM
Invesco Et Self Idxd Fd Tr Bul
Q4 2021 Filed on Jan 19, 2022
8,743
N/A
FLLV
Franklin Templeton ETF Tr
Q4 2021 Filed on Jan 19, 2022
28,287
N/A
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q4 2021 Filed on Jan 19, 2022
2,045
$84.53 - $113.64 $173K - $232K
MBB
Ishares Tr

ETFs
Q4 2021 Filed on Jan 19, 2022
2,428
$107.03 - $108.32 $260K - $263K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q4 2021 Filed on Jan 19, 2022
39,065
$35.7 - $39.01 $1.39M - $1.52M
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Jan 19, 2022
4,279
$203.94 - $344.46 $873K - $1.47M
CRWD
Crowd Strike Holdings, Inc.

Technology
Q4 2021 Filed on Jan 19, 2022
1,047
$194.71 - $293.18 $204K - $307K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2021 Filed on Oct 15, 2021
8,228
$24.93 - $25.26 $205K - $208K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 15, 2021
30,084
$47.19 - $52.38 $1.42M - $1.58M
ALK
Alaska Air Group, Inc.

Industrials
Q3 2021 Filed on Oct 15, 2021
13,520
$52.83 - $61.43 $714K - $831K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 15, 2021
6,091
$131.88 - $175.88 $803K - $1.07M
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Oct 15, 2021
709
$257.41 - $401.12 $183K - $284K
BA
Boeing CO

Industrials
Q3 2021 Filed on Oct 15, 2021
921
$206.99 - $239.73 $191K - $221K
BSJN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2021 Filed on Oct 15, 2021
8,575
$25.26 - $25.5 $217K - $219K
Invesco Exch Trd Slf Idx Fd
Q2 2021 Filed on Jul 19, 2021
28,012
N/A
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2021 Filed on Jul 19, 2021
3,301
$132.71 - $192.38 $438K - $635K
MTCH
Match Group, Inc.

Communication Services
Q2 2021 Filed on Jul 19, 2021
5,318
$136.81 - $164.27 $728K - $874K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q2 2021 Filed on Jul 19, 2021
1,901
$106.38 - $116.3 $202K - $221K
PINS
Pinterest, Inc.

Communication Services
Q2 2021 Filed on Jul 19, 2021
11,512
$55.45 - $85.98 $638K - $990K
LRNZ
Trueshares Technology, Ai & De

ETFs
Q1 2021 Filed on Apr 29, 2021
4,684
$38.35 - $53.22 $180K - $249K
Proshares Tr
Q1 2021 Filed on Apr 29, 2021
268,188
N/A
DGX
Quest Diagnostics Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
3,135
$114.63 - $133.34 $359K - $418K
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2021 Filed on Apr 29, 2021
2,484
$204.88 - $255.03 $509K - $633K
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